Agency CRM

The CRM Notion Template is designed to streamline your client relationship management, making it perfect for agencies of all sizes. It offers a comprehensive sales pipeline to track leads from discovery to closing, ensuring no opportunity slips through the cracks. The meetings planner allows you to schedule, organize, and track client calls, negotiations, and internal strategy sessions with ease. The template also includes a powerful notes management system where you can capture meeting minutes, brainstorm ideas, and document client feedback.